Business Dashboard Tool LivePlan Now Compatible with QuickBooks Online

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Palo Alto Software’s small business planning and performance tracking tool now provides data directly from QuickBooks Online accounting information

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Users of Palo Alto Software’s online business planning and performance tracking tool, LivePlan, can now import data from QuickBooks Online (QBO) to better track their financials and measure goals using the LivePlan Scoreboard.

LivePlan helps small business owners easily develop budgets and forecasts, create goals for their business, and then track their progress on a dynamic dashboard. By integrating with QBO, LivePlan users now have the ability to automatically bring their accounting data into LivePlan so they can get an instant dashboard to track their business growth. QBO is the most used cloud accounting solution for small businesses, with more than 560,000 subscribers as of February 2014.

“QBO integration was one of the top requested features from our LivePlan customers. Both LivePlan and QBO users will definitely benefit from this integration,” said Sabrina Parsons, CEO of Palo Alto Software. “We are excited to be working with a great tool like QBO and love being part of the Intuit App Center, where QBO customers can find great complimentary tools like LivePlan to help them run their businesses more effectively.”

Accounting data alone is not sufficient enough to run a business. Business owners must also track how those actuals numbers compare to their budget and forecast and their historical results. LivePlan shows these financial comparisons in one easy dashboard view without having to ask their bookkeeper or accountant to run multiple reports. LivePlan complements QBO, and allows a business owner to quickly keep tabs on their financial key performance indicators (KPI’s), and easily understand where their financials are strong, and where they may need to make adjustments and change their assumptions.

“Creating a manageable plan, budget and forecast is crucial to business growth and success,” said Parsons. “LivePlan, in combination with QBO, will help small business owners sleep better at night, by keeping them on track, helping them achieve their financial goals, and quickly highlighting financial issues before they become a problem.”

LivePlan users are able to access their data, securely, at any time or location with internet access. QBO offers business owners the accurate accounting data they need to do this, but LivePlan helps them easily use the information to stay on track, and make critical business decisions. LivePlan is available for $19.95 a month or $139.95 annually.

About Palo Alto Software
Palo Alto Software, Inc., makers of the #1 selling business planning software in the world, develops and publishes tools, products, and content to help small and midsized businesses pitch, plan, manage, and grow their ventures. LivePlan, the company’s flagship product, is a SaaS (software as a service) solution for business planning and financial management. Palo Alto Software has been the market leader in its category for over 15 years, has served well over 2 million entrepreneurs, and has customers in 180 countries. It was founded in 1988 by business planning expert Tim Berry. Sabrina Parsons has been the company’s CEO since 2007. Parsons successfully expanded its service offering into the cloud with LivePlan. Palo Alto Software is a privately-owned corporation based in Eugene, Oregon.

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Kelsey Gunderson
Walker Sands Communications
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